1.Search for the appropriate matter record and open it.

2.In the left pane, click the Budgets link.

The Budgets page opens.

3.Click the Create Budget link.

4.Select the appropriate Budget Template from the drop-down list. Click Next.

oThe Budget Template option will not be available if a global template is enabled in Budget Settings.

5.Select the check-boxes for the appropriate vendors. The vendor selection options will not be available if the budget template does not include the Vendor parameter.

Select one or more years from Fiscal Year field. The Budget Start Date defaults to the first date of the first fiscal year. Update the date if necessary. Click Next.

6.Enter the appropriate allocation amounts.

If the Life of Matter Estimate setting is enabled, the Life Of Matter Estimate field will appear on this screen. Enter the appropriate amount.

Click Finish.

7.The budget is saved and the matter is opened to its Budgets page.

To review or edit the budget, click the Edit Budget button.

1.Search for the appropriate matter record and open it.

2.In the left pane, click the Budgets link.

The Budgets page opens.

3.Click the Edit Budget button.

4.In the Vendor Selection section, select the check-boxes for the appropriate vendors. The vendor selection options will not be available if the budget template does not include the Vendor parameter.

In the Additional Information section, select the appropriate Fiscal Year and Budget Start Date. These options will not be available if the budget template does not include time-based parameters and the default time period was set to Life of Matter at the budget's creation.

Click Next.

5.Enter the appropriate allocation amounts.

If the Life of Matter Estimate setting is enabled, the Life Of Matter Estimate field will appear on this screen. Enter the appropriate amount.

Click Finish.

6.The budget is saved and the matter is opened to its Budgets page.

1.Search for the appropriate matter record and open it.

2.In the left pane, click the Budgets link.

The Budgets page opens.

3.Find the budget line item you want to adjust, then click the Edit icon in the Budgeted column.

You may need to expand the budget line item's parent parameters before you can see it. Click the Expand All button to see all budget line items.

4.Enter the new budget amount in the Amount field.

5.Click Save.